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THE FUNDWISE SUITE OF EMPLOYEE BENEFIT SOLUTIONS offers under its Umbrella arrangements, a wide range of Retirement and Risk Benefits that are designed for employers with a Regional or National branch network whilst still creating an ideal solution for small employee groups.
The Funds within the Fundwise Suite are administered on an integrated Administration, Workflow and Accounting Platform.
There are three standard options: the Sonata, Concerto and Symphony, as well as a customised plan, the Rhapsody, for groups requiring their own unique set of retirement savings and risk benefit plans.
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Designed for smaller groups to provide basic Retirement and Risk Benefits;
with a fixed contribution of 12% of payroll;
and a wide range of investment options at Participating Employer or Management Forum Level.
Download the Sonata Brochure
(Requires Acrobat Reader)
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Designed for small to medium groups to provide better than basic Retirement and Risk Benefits;
with a fixed contribution of 15% of payroll;
and a wide range of investment options at Participating Employer or Management Forum Level.
Download the Concerto Brochure
(Requires Acrobat Reader)
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Designed for medium to large groups to provide more comprehensive Retirement and Risk Benefits;
with a fixed contribution of 20% of payroll;
and a wide range of investment options at Participating Employer or Management Forum Level.
Download the Symphony Brochure
(Requires Acrobat Reader)
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Designed for medium to large groups to provide custom Retirement Benefits, with or without Risk Benefits;
with multiple contribution levels;
and a wide range of investment options at Participating Employer or Management Forum Level.
Download the Rhapsody Brochure
(Requires Acrobat Reader)
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